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Tax Manager
Tax ManagerBurns, Sweeney & Associates • Glenshaw, PA, US
Tax Manager

Tax Manager

Burns, Sweeney & Associates • Glenshaw, PA, US
23 hours ago
Job type
  • Full-time
Job description

Job Description

Job Description

Tax Manager

Overview

Burns, Sweeney & Associates, a local tax and accounting firm in Glenshaw, PA, is hiring a qualified candidate to join our tax team. We are seeking a local candidate for our next Tax Manager. We serve around 2,000 clients and have six full-time employees.

Compensation & Benefits

  • Full-time employment : 55 hours per week February through mid-April (tax season) and 31 hours per week mid-April through January.
  • Work from home is available one day per week, including during tax season.
  • Flexible start time.
  • Approximately 1,700 working hours per year.
  • Four weeks of paid leave offered outside of tax season.
  • 10+ paid holidays per year.
  • Firm pays 100% of health, vision and dental insurance (UPMC).
  • 5% 401(k) match.
  • CPE & licensing costs 100% paid for by the firm.
  • Salary range of $80,000 - $100,000 based on experience.
  • Semi-annual bonuses based on performance.

Key Responsibilities

Tax & Accounting Expertise

  • Prepare and review individual and small business Federal, state, and local income tax returns, from simple to complex : 1040, 1041, 1065, 1120, & 1120S.
  • Serve as a tax expert and trusted representative of the firm by advising clients on income, deductions, estimates, amendments, and investment-related tax matters.
  • Ensure ongoing compliance with Federal, state, and local tax laws, GAAP, and compliance standards.

    • Client Engagement

  • Meet in person with clients and prospective clients to cultivate long-term relationships and provide personalized tax and financial guidance.
  • Establish trust and rapport with colleagues and clients converting one-time interactions into recurring relationships.
  • Consult with clients on entity formation and business performance.

    • Management Responsibilities

  • Prioritize and delegate work to accounting and administrative staff; set expectations and hold staff accountable for work quality and timely performance.
  • Regularly review staff assignments and performance.
  • Provide teaching and training one-on-one with staff, including reviews of tax returns and accounting projects.
  • Uphold and enforce the policies and procedures of the firm with clients and staff.
  • Foster team cohesion with positive attitude and interactions.

    • Requirements

    Credentials & Licenses

  • Bachelor’s degree in accounting or finance.
  • Active Enrolled Agent (EA) credentials or CPA certification, with extensive tax preparation experience.
  • Active PTIN.

    • Experience & Knowledge

  • Minimum 7 years preparing 350+ Federal and state returns by April 15, using tax software.
  • Ability to provide comprehensive tax advisory services beyond basic filing.
  • Strong interest in consulting with clients on a range of tax issues.

    • Qualifications

  • Exceptional interpersonal skills and professionalism.
  • Strong communication skills whether in person, by phone, or over email.
  • Comfortable meeting with clients in person and by phone.
  • Sharp attention to detail for accuracy
  • Proficiency with industry technology (Microsoft Suite, Intuit tax and accounting systems).
  • Ability to manage multiple priorities in a fast-paced environment.
  • Commitment to continuous preparation and steady progress towards firm and industry deadlines.
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    Tax Manager • Glenshaw, PA, US